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Disclosery

FBTC FIDELITY WISE ORIGIN BITCOIN

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SHS (fund), issuer CIK 1852317

534 managers (535 13F filers) reported a position in FBTC shares at 2025-03-31, 49,149,674 shares in all. 65 filers opened a position and 59 filers sold out during the quarter.

Managers
534
13F filers
535
New
65
Added
266
Reduced
105
Sold out
59
Shares held by filers
49,149,674

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Samalin Investment Counsel, LLC11,622$836K0.34%+36913F-HRTimeline
Allworth Financial LP10,203$834K<0.01%-2,92713F-HRTimeline
RAHLFS CAPITAL, LLC11,540$831K0.83%013F-HRTimeline
Belpointe Asset Management LLC11,506$828K0.04%+4,17713F-HRTimeline
TCW GROUP INCin group TCW GROUP INC11,423$822K0.01%-4,44213F-HRTimelineGroup
Advyzon Investment Management, LLC11,399$820K0.29%-97213F-HRTimeline
JB Capital LLC11,396$820K0.05%+3,03513F-HRTimeline
ZEGA Investments, LLC11,230$808K0.24%new13F-HRTimeline
M. Kulyk & Associates, LLC10,919$786K0.18%+1,87313F-HRTimeline
CHOREO, LLC10,819$779K0.01%+1,00113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,658$767K0.03%+1,61713F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS10,657$767K<0.01%+3,91413F-HRTimeline
Verus Financial Partners, Inc.10,447$767K0.09%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC10,178$733K0.55%+86113F-HRTimeline
JSF Financial, LLC10,126$729K0.19%-63713F-HRTimeline
Merit Financial Group, LLC10,091$726K0.01%+3,06213F-HRTimeline
SkyView Investment Advisors, LLC10,000$720K0.11%-3,00013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,855$709K0.02%+49213F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,542$701K0.27%-1,13213F-HRTimeline
Principle Wealth Partners LLC9,651$695K0.05%+1,56213F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.9,600$691K0.28%013F-HRTimeline
Westover Capital Advisors, LLC9,595$691K0.15%+2,26513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC9,575$689K0.26%+2,40913F-HRTimeline
Falcon Wealth Planning9,493$683K0.08%+1,93513F-HRTimeline
Canvas Wealth Advisors, LLC8,508$680K0.17%+3,12113F-HRTimeline
REGATTA CAPITAL GROUP, LLC9,443$680K0.13%+60213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,431$679K0.06%+6,51313F-HRTimeline
Upper Left Wealth Management, LLC9,375$675K0.48%+2,99313F-HRTimeline
Parallel Advisors, LLC9,260$666K0.02%+74013F-HRTimeline
Geneos Wealth Management Inc.9,260$666K0.01%+6,97313F-HRTimeline
MAI Capital Management9,252$666K0.01%+24513F-HRTimeline
Kerrisdale Advisers, LLC9,212$663K0.28%-9,40013F-HRTimeline
SWEENEY & MICHEL, LLC9,793$656K0.29%13F-HRTimeline
EVERETT HARRIS & CO /CA/8,995$647K0.01%+1313F-HRTimeline
Headlands Technologies LLC8,960$645K0.07%+8,66613F-HRTimeline
Delta Investment Management, LLC8,948$644K0.13%+97413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,912$641K0.02%+4,53313F-HRTimelineGroup
Wealth Quarterback LLC8,846$637K0.36%+1,94213F-HRTimeline
Diligent Investors, LLC8,819$635K0.15%new13F-HRTimeline
Timber Creek Capital Management LLC8,778$632K0.17%+8713F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,778$632K0.02%+17713F-HRTimeline
GR FINANCIAL GROUP, LLC8,714$627K0.1%+1,66313F-HRTimeline
GWN SECURITIES INC.8,435$607K0.03%+4,07313F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.8,368$602K0.02%+3,38113F-HRTimelineGroup
Werba Rubin Papier Wealth Management8,334$600K0.13%013F-HRTimeline
L.M. KOHN & COMPANY8,245$593K0.16%+5,11013F-HRTimeline
Betterment LLC8,225$592K<0.01%+2,11213F-HRTimeline
3EDGE Asset Management, LP8,180$589K0.04%new13F-HRTimeline
Capital Investment Advisors, LLC8,114$584K0.01%-13,27213F-HRTimeline
Wealth Group Ltd8,053$580K0.17%+5,05613F-HRTimeline
EQUITABLE TRUST CO8,051$579K0.03%+2,50013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,787$577K<0.01%013F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC8,000$576K0.04%013F-HRTimeline
AdvisorNet Financial, Inc7,976$574K0.04%+97713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp7,942$572K0.02%-1,25013F-HRTimelineGroup
Algorithmic Investment Models, LLC7,939$571K0.42%new13F-HRTimeline
VESTOR CAPITAL, LLC7,919$570K0.05%+2,53013F-HRTimeline
Chicago Partners Investment Group LLC6,738$566K0.02%+22213F-HRTimeline
WESBANCO BANK INC7,798$561K0.02%+1,55513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC7,745$557K0.04%013F-HRTimeline
Farther Finance Advisors, LLC7,492$556K0.01%+1,42313F-HRTimeline
Running Point Capital Advisors, LLC7,634$549K0.17%013F-HRTimeline
FRG Family Wealth Advisors LLC7,540$543K0.1%new13F-HRTimeline
Vanguard Capital Wealth Advisors7,475$538K0.66%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC7,443$536K0.03%+61213F-HRTimeline
Stonegate Investment Group, LLC7,372$531K0.01%+8013F-HRTimeline
MATAURO, LLC7,368$530K0.11%new13F-HRTimeline
Berger Financial Group, Inc7,362$530K0.04%013F-HRTimeline
Willis Johnson & Associates, Inc.7,329$527K0.04%+43413F-HRTimeline
Peloton Wealth Strategists7,317$527K0.22%+1,31213F-HRTimeline
Trek Financial, LLC7,188$517K0.04%-513F-HRTimeline
Abundance Wealth Counselors7,010$505K0.11%new13F-HRTimeline
SteelPeak Wealth, LLC7,000$504K0.02%+2,00013F-HRTimeline
Vantage Financial Partners, LLC6,950$500K0.12%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…6,950$500K0.03%013F-HRTimeline
Sandbox Financial Partners, LLC6,886$496K0.17%+3,97213F-HRTimeline
OneDigital Investment Advisors LLC6,855$493K0.01%+2,51313F-HRTimeline
Wealthspire Advisors, LLC6,817$491K<0.01%-513F-HRTimeline
Signal Advisors Wealth, LLC6,725$484K0.05%new13F-HRTimeline
Moors & Cabot, Inc.6,599$475K0.02%-3,54413F-HRTimeline
Global View Capital Management LLC6,562$472K0.17%new13F-HRTimeline
Sequoia Financial Advisors, LLC6,560$472K<0.01%+25713F-HRTimeline
MGO ONE SEVEN LLC6,524$470K0.02%+1,17313F-HRTimeline
Financial Sense Advisors, Inc.6,500$468K0.13%-1,00013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC6,444$464K0.03%+67213F-HRTimelineGroup
Joel Isaacson & Co., LLC6,442$464K0.02%+30013F-HRTimeline
IFP Advisors, Inc6,394$460K0.01%+2,66713F-HRTimeline
BRIGHTON JONES LLC6,394$460K0.01%+2,44013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,384$459K0.18%-49013F-HRTimeline
Ethos Financial Group, LLC5,595$456K0.04%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,335$456K0.05%+2,94313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,331$455K0.03%+17513F-HRTimeline
Clear Creek Financial Management, LLC6,225$448K0.05%+2,48913F-HRTimeline
Redhawk Wealth Advisors, Inc.6,177$445K0.06%+47013F-HRTimeline
Wedmont Private Capital6,049$443K0.02%+2,57813F-HRTimeline
CHILTON INVESTMENT CO INC.6,056$436K0.01%+1,18013F-HRTimeline
Intellectus Partners, LLC6,050$435K0.11%+52013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC6,050$435K0.02%013F-HRTimeline
WHITTIER TRUST CO6,000$432K0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,967$429K<0.01%+1,24513F-HRTimelineGroup
GREENBERG FINANCIAL GROUP7,241$427K0.18%13F-HRTimeline
FineMark National Bank & Trust5,851$421K0.02%new13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC5,791$417K<0.01%-9013F-HRTimeline
CENTRAL TRUST Co5,722$412K0.01%+23813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,653$407K0.01%-2,61413F-HRTimeline
Waldron Private Wealth LLC5,630$405K0.02%-54513F-HRTimeline
WEALTH ALLIANCE, LLC5,629$405K0.05%+1,43313F-HRTimeline
RFG Advisory, LLC5,616$404K0.01%-30,72713F-HRTimeline
Waverly Advisors, LLC5,612$404K<0.01%+42713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,540$399K<0.01%-1,20313F-HR/ATimelineGroup
Sage Mountain Advisors LLC5,503$396K0.03%013F-HRTimeline
Robinswood Financial LLC5,486$395K0.15%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,713$390K0.03%+97213F-HRTimeline
J.W. COLE ADVISORS, INC.5,407$389K0.01%new13F-HRTimeline
Cascade Financial Partners, LLC5,382$387K0.05%+1,63213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,378$387K0.07%+1,90313F-HRTimeline
Rehmann Capital Advisory Group5,339$384K0.02%+2,35513F-HRTimeline
EPIQ PARTNERS, LLC5,334$384K0.2%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,325$383K0.04%+32513F-HRTimeline
Chicago Capital, LLC5,309$382K0.01%+65213F-HRTimeline
CW Advisors, LLC5,169$379K<0.01%+1,22813F-HRTimeline
Wealth Preservation Advisors, LLC5,236$377K0.27%13F-HRTimeline
Guidance Point Advisors, LLC5,212$375K0.11%-59613F-HRTimeline
AMG National Trust Bank5,205$375K0.01%+1,09013F-HRTimeline
Smallwood Wealth Investment Management,…5,146$370K0.23%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC5,132$369K0.2%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC5,110$368K<0.01%new13F-HRTimeline
IVC Wealth Advisors LLC5,002$360K0.19%+1,20213F-HRTimeline
TWO SIGMA SECURITIES, LLC4,944$356K0.05%new13F-HRTimeline
INSTRUMENTAL WEALTH, LLC4,270$356K0.32%new13F-HRTimeline
Proficio Capital Partners LLC4,921$354K0.03%-2,47713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,919$354K0.07%new13F-HRTimeline
WEALTH EFFECTS LLC4,885$352K0.15%+2,07013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,836$348K0.03%-42813F-HRTimelineGroup
Clientfirst Wealth Management, LLC4,808$346K0.39%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,749$342K<0.01%+2,32613F-HRTimelineGroup
Robertson Stephens Wealth Management, L…4,736$341K0.01%+92813F-HRTimeline
Kiker Wealth Management, LLC4,673$336K0.23%+40013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,429$329K0.03%013F-HRTimeline
SCOTIA CAPITAL INC.4,512$325K<0.01%-8,38813F-HRTimeline
KKM Financial LLC4,500$324K0.14%013F-HRTimeline
Drucker Wealth 3.0, LLC4,412$318K0.07%-54013F-HRTimeline
Ellis Investment Partners, LLC4,398$317K0.07%+22313F-HRTimeline
Empower Advisory Group, LLC4,388$316K<0.01%+63713F-HRTimeline
Geneva Partners, LLC4,371$315K0.16%+1,23013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,336$312K<0.01%-2,73513F-HRTimelineGroup
McAdam, LLC4,326$311K0.02%+46513F-HRTimeline
National Wealth Management Group, LLC4,325$311K0.2%+75013F-HRTimeline
Strait & Sound Wealth Management LLC4,310$310K0.14%+31013F-HRTimeline
Gitterman Wealth Management, LLC4,306$310K0.08%+1,19513F-HRTimeline
Exchange Capital Management, Inc.4,300$309K0.05%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.4,298$309K<0.01%-85813F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT4,278$308K0.01%+64413F-HRTimeline
Five Pine Wealth Management4,250$306K0.25%+96213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,230$304K<0.01%+37013F-HRTimelineGroup
Tamar Securities, LLC4,223$304K0.04%+20013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,217$303K0.04%-52513F-HRTimeline
Prime Capital Investment Advisors, LLC4,195$302K<0.01%+1,64713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,189$301K0.01%-1,19113F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC4,141$298K0.04%-48313F-HRTimeline
Beacon Capital Management, LLC4,128$297K0.04%+2,05913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,560$296K0.02%+18613F-HRTimelineGroup
World Investment Advisors4,117$296K0.01%+75313F-HRTimeline
Impact Partnership Wealth, LLC4,105$295K0.06%-47513F-HRTimeline
Sandy Cove Advisors, LLC4,065$293K0.12%+32313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,035$290K0.02%+16113F-HRTimeline
WADDELL & ASSOCIATES, LLC4,022$289K0.04%-8813F-HR/ATimeline
CLG LLC4,021$289K0.1%+1,20413F-HRTimeline
SIMON QUICK ADVISORS, LLC3,939$283K0.02%013F-HRTimeline
MONECO ADVISORS, LLC3,904$281K0.03%+22313F-HR/ATimeline
CENTAURUS FINANCIAL, INC.3,854$277K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,836$276K0.02%013F-HRTimeline
Crestwood Advisors Group, LLC3,817$275K0.01%+67113F-HRTimeline
Archer Investment Corp3,775$272K0.07%+64313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska3,300$269K0.04%013F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/3,720$268K0.17%013F-HRTimeline
NAVELLIER & ASSOCIATES INC3,213$265K0.04%new13F-HRTimeline
SMI Advisory Services, LLC3,878$264K0.06%-64,81113F-HRTimeline
Claro Advisors Inc.3,666$264K0.04%new13F-HRTimeline
RMR Capital Management, LLC3,659$263K0.19%+30313F-HRTimeline
Veracity Capital LLC3,657$263K0.1%+79813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,623$261K0.02%new13F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC3,620$261K0.06%+15013F-HRTimeline
RPg Family Wealth Advisory, LLC3,611$260K0.07%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,518$257K0.04%+2513F-HRTimeline
Clare Market Investments LLC3,565$257K0.07%-5,77013F-HRTimeline
Pine Valley Investments Ltd Liability Co3,518$253K0.02%new13F-HRTimeline
Well Done, LLC3,100$253K0.05%new13F-HRTimeline
GERBER, LLC3,508$252K0.21%+24513F-HRTimeline
Atria Investments, Inc3,501$252K<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,500$252K0.01%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,492$251K0.06%+96013F-HRTimeline
THOMPSON DAVIS & CO., INC.3,465$249K0.2%-2,10013F-HRTimeline
Anson Capital, Inc.3,454$249K0.21%new13F-HRTimeline
VISTA FINANCE, LLC3,451$248K0.22%+96613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,390$244K<0.01%013F-HRTimelineGroup
New Republic Capital, LLC3,390$244K0.11%+62013F-HRTimeline
Park Edge Advisors, LLC3,385$244K0.07%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,336$240K0.01%013F-HRTimelineGroup
Endowment Wealth Management, Inc.3,216$231K0.15%+39813F-HRTimeline